PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.57M 0.26%
50,054
+2,180
102
$4.49M 0.26%
24,334
+228
103
$4.38M 0.25%
84,413
-482
104
$4.19M 0.24%
69,582
-7,032
105
$4.14M 0.24%
56,088
-1,198
106
$4.12M 0.24%
50,767
-4,280
107
$3.99M 0.23%
48,003
-136
108
$3.98M 0.23%
75,003
+3,274
109
$3.93M 0.22%
129,018
+6,073
110
$3.9M 0.22%
99,443
-50,431
111
$3.88M 0.22%
73,612
+1,028
112
$3.85M 0.22%
54,460
-260
113
$3.75M 0.21%
148,028
+31,109
114
$3.65M 0.21%
6,701
+4,419
115
$3.63M 0.21%
33,530
+3,169
116
$3.52M 0.2%
50,217
-35,904
117
$3.52M 0.2%
57,067
-5,007
118
$3.51M 0.2%
45,843
-253
119
$3.38M 0.19%
18,043
+4,273
120
$3.22M 0.18%
54,379
-419
121
$3.18M 0.18%
30,044
-402
122
$3.16M 0.18%
59,820
-6,923
123
$3.08M 0.18%
34,452
-7
124
$3.08M 0.18%
77,199
+5,082
125
$3M 0.17%
57,780
-1,268
3 4
5
6 7